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Level 2
June 6, 2019
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TurboTax generated a new 1040 along with a 1040X amendment. Do I submit both?

  • June 6, 2019
  • 11 replies
  • 53 views
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    Best answer by

    If you are amending your return, no, don't send the new 1040 form with your 1040X form. The 1040X reflects the changes. However, you do have to include any new or corrected documents only if they show federal income tax withheld. When assembling your return, include, in order, only those sequence numbered tax forms that changed or were added, due to your amendment (1040X). 

    • Attachment Sequence Number is on all the forms that come after 1040X.

    For instructions on where to mail your amended return: https://ttlc.intuit.com/replies/3300173

    [Edited 3-6-19|6:22 am PST]

    11 replies

    June 6, 2019
    I just want to confirm that you needed to amend your tax return. Is that correct?
    hwarnoldAuthor
    Level 2
    June 6, 2019
    Yes.  I had capital gains reported late.
    June 6, 2019
    Great, then my answer is correct. I wasn't sure if the form was generated by accident. Hope you have great 2019 and thank you for using TurboTax!
    hwarnoldAuthor
    Level 2
    June 6, 2019
    Do we need to sign both the 1040X and the 1040?
    June 6, 2019
    Yes, sign and date both 1040X and 1040.
    June 6, 2019
    Could you tell me, are you using the CD\Download version of TurboTax? Some of our Online customers aren't able to access 1040X and I was wondering if the updated 1040 X has been updated in TurboTax CD\Download but is pending for Online TurboTax. Thank you.
    hwarnoldAuthor
    Level 2
    June 6, 2019
    I used the CD version.  Do I also submit the certification of electronic filing that was generated along with the other forms?
    June 6, 2019
    Thank you so much! No, you don't have to submit that form. Keep it for your records.
    June 6, 2019
    It was brought to my attention that you do not have to submit the new 1040 however you do need to submit any new/corrected documents only if it shows federal tax withheld. You would include, in order, only those sequence numbered tax forms that changed or were added due to your amendment. See fanfare's answer below.
    Answer
    June 6, 2019

    If you are amending your return, no, don't send the new 1040 form with your 1040X form. The 1040X reflects the changes. However, you do have to include any new or corrected documents only if they show federal income tax withheld. When assembling your return, include, in order, only those sequence numbered tax forms that changed or were added, due to your amendment (1040X). 

    • Attachment Sequence Number is on all the forms that come after 1040X.

    For instructions on where to mail your amended return: https://ttlc.intuit.com/replies/3300173

    [Edited 3-6-19|6:22 am PST]